Wealth Management Nebraska holds a focused book of 106 stocks worth $1.1B as of Q2 2026 (disclosed Jul 27, 2026, a ~27-day 13F lag). This quarter they opened Avantis US Small Cap Value and trimmed Ste STR SPDR PT S&P 500 ETF. Their largest long position is SS SPDR P Int C Corp ETF at 19% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
3% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Wealth Management Nebraska
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| OSAIC HOLDINGS, INC. | 79 / 80 | $19.5B |
| Farther Finance Advisors, LLC | 79 / 80 | $3.8B |
| MORGAN STANLEY | 78 / 80 | $538.9B |
| JPMORGAN CHASE & CO | 78 / 80 | $514.6B |
| ROYAL BANK OF CANADA | 78 / 80 | $156.5B |
| COMMONWEALTH EQUITY SERVICES, LLC | 78 / 80 | $21.4B |
| CWM, LLC | 78 / 80 | $8.5B |
| Beacon Pointe Advisors, LLC | 78 / 80 | $8.0B |
Ranked by the share of each fund's own book sitting in the names it shares with Wealth Management Nebraska: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Series Trust ST INTER BD ETF | $211.1M | 6.31M | 18.8% | ▲+8.0% Added · +466K sh | |
| 2 | American Centy ETF TR US SML CP VALU | $141.4M | 1.13M | 12.6% | ▲New New position | |
| 3 | American Centy ETF TR US LARGE CAP VLU | $94.9M | 1.04M | 8.5% | ▲+11% Added · +103K sh | |
| 4 | Dimensional ETF Trust INTERNATNAL VAL | $76.5M | 1.42M | 6.8% | ▲+6.7% Added · +88K sh | |
| 5 | Dimensional ETF Trust US EQUI MARK ETF | $72.3M | 882.9K | 6.5% | ▲+5.7% Added · +48K sh | |
| 6 | Dimensional ETF Trust WORLD EQUITY ETF | $70.6M | 853.1K | 6.3% | ▲+6.1% Added · +49K sh | |
| 7 | Dimensional ETF Trust US SMALL CAP ETF | $66.6M | 808.4K | 5.9% | ▲+7.7% Added · +58K sh | |
| 8 | American Centy ETF TR INTL SMCP VLU | $59.2M | 574.1K | 5.3% | ▲+1.6% Added · +9K sh | |
| 9 | SPDR Series Trust ST STR P500ETF | $47.7M | 542.8K | 4.3% | ▼−0.3% Reduced · −2K sh | |
| 10 | Dimensional ETF Trust US MKTWIDE VALUE | $38.4M | 698.1K | 3.4% | ▼−1.2% Reduced · −9K sh | |
| 11 | SPDR Series Trust ST STR AGGRE ETF | $36.3M | 1.42M | 3.2% | ▲~0% Added · +456 sh | |
| 12 | Dimensional ETF Trust EMGR CRE EQT MNG | $28.2M | 702.4K | 2.5% | ▲+4.0% Added · +27K sh | |
| 13 | Dimensional ETF Trust INTL SMALL CAP E | $20.3M | 579.2K | 1.8% | ▲+9.2% Added · +49K sh | |
| 14 | Dimensional ETF Trust GLOBAL REAL EST | $19.1M | 659.9K | 1.7% | ▲+6.3% Added · +39K sh | |
| 15 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $16.7M | 211.7K | 1.5% | ▼−4.6% Reduced · −10K sh | |
| 16 | Dimensional ETF Trust US TARGETED VLU | $14.9M | 212.8K | 1.3% | ▼−1.0% Reduced · −2K sh | |
| 17 | Vanguard Scottsdale FDS INT-TERM CORP | $10.7M | 129.3K | 1.0% | ▲+1.0% Added · +1K sh | |
| 18 | Vanguard Intl Equity Index F TT WRLD ST ETF | $6.9M | 44.2K | 0.6% | ▼−27% Reduced · −16K sh | |
| 19 | American Centy ETF TR INTERNATIONAL LR | $5.3M | 68.0K | 0.5% | ▼−6.6% Reduced · −5K sh | |
| 20 | Ea Series Trust ALPHA ARCH 1-3 | $4.9M | 42.1K | 0.4% | ▲+22% Added · +7K sh | |
| 21 | Berkshire Hathaway Inc Del CL B NEW | $4.7M | 9.3K | 0.4% | ▲+0.3% Added · +30 sh | |
| 22 | Ishares TR CORE S&P500 ETF | $4.5M | 6.0K | 0.4% | ▼−3.8% Reduced · −233 sh | |
| 23 | Philip Morris Intl Inc COM | $3.8M | 21.1K | 0.3% | ▲~0% Added · +8 sh | |
| 24 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $3.3M | 10.9K | 0.3% | ▲+4.7% Added · +491 sh | |
| 25 | Ssga Active TR STATE STREET IG | $2.6M | 102.9K | 0.2% | ▲+51% Added · +35K sh | |
| 26 | Ishares TR RUS MD CP GR ETF | $2.6M | 17.4K | 0.2% | ▼−4.8% Reduced · −882 sh | |
| 27 | SPDR Series Trust ST SHOR CORP ETF | $2.5M | 84.5K | 0.2% | ▼−0.1% Reduced · −67 sh | |
| 28 | Apple Inc COM | $2.3M | 8.0K | 0.2% | ▼−2.2% Reduced · −178 sh | |
| 29 | Vanguard Index FDS TOTAL STK MKT | $2.1M | 5.7K | 0.2% | ▲+36% Added · +1K sh | |
| 30 | Texas Instrs Inc COM | $2.0M | 6.8K | 0.2% | ▲+0.5% Added · +37 sh | |
| 31 | Vanguard Whitehall FDS HIGH DIV YLD | $2.0M | 12.8K | 0.2% | —Held | |
| 32 | Microsoft Corp COM | $2.0M | 5.3K | 0.2% | ▼−0.3% Reduced · −18 sh | |
| 33 | World Gold TR SPDR GLD MINIS | $1.9M | 23.5K | 0.2% | ▲New New position | |
| 34 | Nvidia Corporation COM | $1.7M | 8.6K | 0.2% | ▼−5.4% Reduced · −495 sh | |
| 35 | Dimensional ETF Trust US SMALL CAP ETF | $1.6M | 41.2K | 0.1% | ▼−0.1% Reduced · −57 sh | |
| 36 | State STR SPDR S&P 500 ETF T TR UNIT | $1.6M | 2.1K | 0.1% | ▼−0.4% Reduced · −8 sh | |
| 37 | Vanguard BD Index FDS TOTAL BND MRKT | $1.4M | 19.5K | 0.1% | ▲+66% Added · +8K sh | |
| 38 | Walmart Inc COM | $1.4M | 12.0K | 0.1% | ▼−2.5% Reduced · −303 sh | |
| 39 | Ishares TR CORE S&P SCP ETF | $1.3M | 9.0K | 0.1% | ▼−5.7% Reduced · −549 sh | |
| 40 | Vanguard Index FDS S&P 500 ETF SHS | $1.3M | 1.9K | 0.1% | ▼−0.5% Reduced · −10 sh | |
| 41 | Vanguard Index FDS MID CAP ETF | $1.2M | 15.1K | 0.1% | ▲+308% Added · +11K sh | |
| 42 | Invesco QQQ TR UNIT SER 1 | $1.2M | 1.6K | 0.1% | ▼−2.4% Reduced · −38 sh | |
| 43 | Amazon Com Inc COM | $1.1M | 4.6K | 0.1% | ▲+2.0% Added · +90 sh | |
| 44 | Direxion Shares ETF Trust DA 500 BU 3X ETF | $1.1M | 3.9K | 0.1% | ▼−52% Reduced · −4K sh | |
| 45 | Caterpillar Inc COM | $1.0M | 978 | 0.1% | ▼−5.9% Reduced · −61 sh | |
| 46 | Axon Enterprise Inc COM | $1000K | 1.8K | 0.1% | ▼−7.8% Reduced · −150 sh | |
| 47 | American Centy ETF TR US EQT ETF | $953K | 7.4K | 0.1% | ▼−1.6% Reduced · −123 sh | |
| 48 | Alphabet Inc CAP STK CL A | $894K | 2.5K | 0.1% | ▲+1.8% Added · +45 sh | |
| 49 | Deere & Co COM | $808K | 1.3K | 0.1% | ▲New New position | |
| 50 | Vanguard World FD MEGA GRWTH IND | $785K | 8.9K | 0.1% | ▲+414% Added · +7K sh |
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2042783/holdings"
Use Arkolith to show Wealth Management Nebraska's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.